BIM

Baldwin Investment Management Portfolio holdings

AUM $856M
1-Year Est. Return 9.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.12M
3
+$1.01M
4
EW icon
Edwards Lifesciences
EW
+$777K
5
PANW icon
Palo Alto Networks
PANW
+$653K

Top Sells

1
+$1.26M
2
+$727K
3
+$697K
4
S icon
SentinelOne
S
+$694K
5
LMT icon
Lockheed Martin
LMT
+$609K

Sector Composition

1 Financials 56.29%
2 Technology 15.66%
3 Healthcare 6.45%
4 Industrials 4.82%
5 Consumer Discretionary 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$508K 0.06%
1,467
152
$507K 0.06%
2,451
153
$494K 0.06%
19,195
+8
154
$490K 0.06%
2,808
-136
155
$477K 0.05%
6,672
156
$470K 0.05%
8,672
+4
157
$469K 0.05%
3,975
+275
158
$467K 0.05%
5,570
159
$461K 0.05%
5,772
160
$457K 0.05%
603
161
$437K 0.05%
13,918
162
$436K 0.05%
5,730
-100
163
$428K 0.05%
1,992
164
$419K 0.05%
1,800
165
$418K 0.05%
+8,605
166
$409K 0.05%
3,102
167
$405K 0.05%
5,707
168
$381K 0.04%
3,464
169
$378K 0.04%
1,930
-100
170
$377K 0.04%
8,369
-5,770
171
$375K 0.04%
765
+25
172
$357K 0.04%
3,825
-400
173
$357K 0.04%
+6,820
174
$354K 0.04%
2,600
175
$326K 0.04%
1,777
-75
5 6
7
8 9